PIER 42 ADVISORS

RIASEC Registered
Total AUM
$29.3M
Discretionary
$28.3M
97% of AUM
Avg account
$209K
Accounts
140
Employees
1
Advisory reps
1

Firm details

Headquarters
South Dennis, Massachusetts
CRD number
325987
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.48%
  • Individuals36.52%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pier 42 Advisors is an independent registered investment adviser organized as an LLC that serves individuals and families. The firm operates as a capital allocator, blending fee-based portfolio management with financial planning and advisor selection services. Its fee model is flexible: percentage of assets under management alongside hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. On the investment side Pier 42 leans toward pooled public vehicles for core exposure while supplementing portfolios with third‑party alternative fund allocations. Advisory services listed on its disclosures include financial planning, portfolio management for individuals and for businesses or institutions, selection of other advisers, pension consulting-related activities, and educational workshops. The firm is not identified as an active ESG investor and is not organized as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 64%, US Government Bonds 16%, Cash & Cash Equivalents 12%, Exchange Traded Equities 4%, Investment Grade Corp Bonds 4%64%
  • Public Funds/Mutual Funds64%
  • US Government Bonds16%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities4%
  • Investment Grade Corp Bonds4%

Contacts

1 of 1
  • Vincent Renaut

    Lead Wealth AdvisorCRD 7266754

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

South Dennis, MA

BARNSTABLE

Location

South Dennis, MA

Headquartered in South Dennis, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
BARNSTABLE
Address
434 Route 134
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth